Broker Document Library

Resources for broker success

At Travelers, we are fully committed to providing our broker partners with the information and support you need to tread confidently and trade profitably in an uncertain world.

Below, you’ll find details on our offerings, our company and our progress toward gender pay parity. You can also access insurance broker resources like industry-specific proposal forms, white papers and thought leadership. And we’ve simplified our product documentation, combining target market statements and fair value assessments into a single, straightforward product statement.

Looking for something not on offer here? We’re happy to help you find what you need. On our Contact Us page, you can connect with our dedicated product and sector teams or contact a Travelers office.

Foreign Account Tax Compliance Act (FATCA)

The Foreign Account Tax Compliance Act (FATCA) is a U.S. law designed to prevent U.S. taxpayers from hiding their taxable income offshore. Effective 1 July 2014, this new law requires U.S. brokers and other withholding agents to check the status of their counterparties when making certain payments (including certain (re)insurance premium payments), in order to ensure the transaction will not – whether inadvertently or intentionally – result in the payment of undeclared U.S. taxable income.

Companies are encouraged to use IRS Form W-8BEN-E to provide evidence of their FATCA status. Travelers is therefore making these forms available for those of its insurance entities which may be in receipt of U.S.-sourced insurance premiums.

For the company’s Lloyd’s operations, Lloyd’s has agreed with the IRS that a single W-8 IMY will be sufficient for FATCA purposes to cover insurance premiums paid to syndicates and syndicate-level trust fund assets. The Lloyd’s W-8 IMY is available on the Lloyd’s website.

Should you have any queries, or want to obtain copies, please contact customerrelations@travelers.com.